Partner Support Associate

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Kapitus

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Finance • Fintech • B2B

Kapitus is a financial services company that provides customized financing solutions to small and growing businesses. It offers a range of products including business loans, lines of credit, equipment financing, revenue-based financing, invoice factoring, and purchase order financing, and operates both as a direct lender and through a broad financing network via its KapitusPLUS process. Kapitus emphasizes a streamlined application process that can generate multiple competing offers, supports clients with financing specialists and educational resources, and partners with providers like Experian to help businesses manage and improve credit.

201 - 500 employees

Founded 2006

💸 Finance

💳 Fintech

🤝 B2B

📋 Description

• Provide daily sales/partner support for the ISO Partner Manager teams including contract management, bank verification links, document review, underwriting review, etc. • Provide partner coverage when a team member is out of office or on partner visits • Update and maintain partner contact information and records in Salesforce • Work cross-functionally with team members from Legal, Sales, Compliance, Marketing and Operations • Communicate promptly with partners via phone, email, text, and messaging about the progress of deals • Assist Partner Support Specialists in all sales support tasks • Communicate with Underwriters regarding files as necessary • Assist with Submissions (Portal) Requests • Respond to customer service inquiries from partners • Assist Partner Support Specialists in all ISO onboarding tasks • Vet potential partners for candidacy and assign accounts to ISO managers • Collect required onboarding documents and submit to Onboarding • Field inbound calls and oversee the Partner inbox • Oversee all ISO recertification tasks • Ensure partners are updated with underwriting policies/guidelines, marketing material, etc.

🎯 Requirements

• Bachelor’s degree and/or comparable experience preferred • 1+ years supporting a sales team or B2B sales experience in MCA/short-term lending space, Payment Processing, Financial Services, or Consultative Sales • Self-starter with ability to juggle tasks in a fast-paced environment • Personal accountability, time-management, and organization skills • Goal oriented leader with proactive approach in developing relationships with merchants and ISO partners • Excellent verbal, written, and interpersonal communication skills • Excellent analytical, presentation, and phone skills • Experience with contract/partnership negotiations is a plus • Proven success in meeting and exceeding sales goals • Communicate decisions effectively in both verbal and written communication • Team player with strong sense of accountability • Experience achieving metric and quality performance • Excellent negotiation and business development skills • Efficient planning, organization and time management skills • Smart, hard-working individual who wants to be integral part of a growing channel • Experience using Microsoft Office and Office 365 (PowerPoint, Excel) • Experience with Salesforce CRM highly preferred, Tableau/NICE a plus

🏖️ Benefits

• Competitive Base Salary of $55,000 • Incentive Commission Compensation Plan – earned monthly • Health Insurance: comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare • 100% Company Paid Insurances: basic short-term and long-term disability insurance, as well as vision insurance • Voluntary Insurance: Supplemental life insurance and enhanced short- and long-term disability coverage • Paid Maternity and Parental Leave • LifeBalance Program: discounts on outdoor activities, the arts, health, and fitness • Plum Benefits Discount Program • Tuition Reimbursement: up to $5,000 annually • Transit Reimbursement • Retirement Benefits: 401K plan with a 25% match on employee contributions • Paid Time Off and Sick Time